🛍️ Amazon Sues Perplexity Over AI Shopping Assistant

Today’s Highlights:

• 🛍️ Amazon Sues Perplexity Over AI Shopping Assistant

• 💽 Lambda and Microsoft Strike Multibillion-Dollar GPU Deal

• 💰 Anthropic Eyes $70B Revenue

• 🛍️ Shopify Goes All-in on AI Shopping Agents

• ✅ Google’s $32B Wiz Deal Clears US Antitrust

• 🏭 Samsung x Nvidia Build AI Megafactory with 50K Chips

• 🚀 Grammarly Rebrands to Superhuman, Drops AI Assistant

• 🎵 Alexa+ brings AI Music Assistant to Amazon Music

^{Read Time: 4 mintue}

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LATEST AI NEWS

AMAZON VS PERLEXITY

🛍️ Amazon Sues Perplexity Over AI Shopping Assistant

Amazon has issued a legal threat to Perplexity, accusing its AI-powered shopping bot, Comet, of violating platform rules by not disclosing its identity while operating on Amazon.com.

The Details:

• Amazon claims Comet breaks terms of service by failing to identify itself as an AI agent

• Perplexity argues agents acting on behalf of humans don’t require separate disclosure

• Amazon says other services (e.g., food delivery, travel booking) disclose agent activity

• Perplexity accuses Amazon of protecting ad revenue and stifling innovation

• Legal tension follows previous accusations of Perplexity ignoring AI crawler blocks

Why it matters:

This case could set a precedent for how AI agents interact with major platforms and whether bots must identify themselves. It’s a signal that the future of agentic browsing may hinge on platform-controlled rules.

LAMDA & MICROSOFT

💽 Lambda and Microsoft Strike Multibillion-Dollar GPU Deal

Lambda has signed a multibillion-dollar agreement with Microsoft to deploy tens of thousands of Nvidia GB300 GPUs, expanding AI supercomputing capacity.

The Details:

• Lambda will deploy tens of thousands of Nvidia GB300 NVL72 systems via Microsoft, scaling GPU access for AI workloads

• The deal builds on an 8-year partnership and follows Microsoft’s GB300 cluster launch in October

• Lambda, backed by Nvidia and founded in 2012, has raised $1.7B amid rising AI infra demand

• The announcement came hours after Microsoft’s $9.7B cloud compute deal with IREN in Australia

• It follows OpenAI’s $38B AWS deal and a reported $300B agreement with Oracle for compute

Why it matters:

Cloud players are rapidly locking in AI infrastructure as demand skyrockets. Lambda’s deal with Microsoft reflects the growing arms race for GPU power and solidifies Lambda’s role as a key AI infra provider.

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MORE AI & TECH NEWS

• Sora, OpenAI’s AI video generator, is now available for Android users in the U.S., Canada, Japan, Korea, Taiwan, Thailand, and Vietnam. It includes features like Cameos (AI-generated videos of yourself), TikTok-style feeds, and basic video editing tools.

• .Google’s $32B acquisition of cloud security firm Wiz cleared U.S. DOJ antitrust review, bringing it closer to closing in early 2026. Wiz previously rejected a $23B offer in 2024 before reviving talks in 2025.

• Anthropic projects up to $70B in revenue and $17B in cash flow by 2028, driven by rapid adoption of Claude for enterprise. Its Claude Code tool nears $1B in ARR, and Claude’s integration with Microsoft, Salesforce, Deloitte, and Cognizant is accelerating growth.

• Nvidia is committing up to $1 billion into Poolside AI, a dev-agent company raising $2 billion at a ~$12 billion valuation, reinforcing Nvidia’s push into the AI agent and coding tools space.

• Samsung and Nvidia announced a massive AI “Megafactory” powered by 50,000 Nvidia chips to automate the semiconductor pipeline from design to production and quality control.

• Shopify reported a 7x increase in AI-driven store traffic and an 11x jump in AI-attributed purchases, calling AI the “biggest shift since the internet.” It’s integrating with OpenAI, Perplexity, and Microsoft Copilot, and building internal tools like Scout to enhance product decisions.

• Amazon is integrating Alexa+ into its Music app for iOS and Android, bringing conversational AI to music discovery. Alexa+ can explain song meanings, recall tracks from vague memories, and generate ultra-specific playlists.

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